Certified Life Insurance Sales Professional (CLISP) :  

Personalized Management Program for the Trainee

Customized for the Life Insurance Sector

First Time in India

Another First from the Pioneer of Education and Training for Life Insurance Sales Persons

The course is designed for agents or direct marketing executives or financial advisors or financial consultants (and also for their supervisors who would like to sharpen their sales process skills). This is the first certification program for life insurance sales persons in India.

Course Content

The course covers skills in the sales process

  • Prospecting
  • Getting appointments
  • Conducting a Fact Find
  • Presenting products and solutions
  • Objection Handling
  • Getting Referrals
  • Closing

Each module is practical and gives you tools that can be used in the market. All tools are designed to increase your sales and your income. The course is designed to take you from one level of earning to another, earning sweet success every time a module is completed and its tools are implemented in the field.

Faculty : Highly dedicated faculty with years of experience in life insurance sales, marketing and in training will conduct the course.

Eligibility : Currently working as a licensed agent or as a direct marketing executive or financial advisor or financial consultant or as a supervisor of agents in any life insurance company or with any life insurance corporate agency or life insurance broker.

Evaluation : Evaluation shall take place on the extent of skill absorption in the classroom, on the extent of its application on the field, 100 % attendance in the classroom, meeting the production norms of the course and the completion of all assignments. The conditions for certification include, amongst other conditions, demonstrated daily working habits as prescribed, achieving business targets and maintaining the prescribed records.

Certification : On successful completion of the Course IIST will issue a certificate of merit, leading to the title of Certified Life Insurance Sales Professional (CLISP).

Your responsibilities : IIST guarantees the effectiveness of the program and teaching content on the condition that you will implement all that is taught in the Program. It is your responsibility to implement the training inputs of the Program.

Duration: 10 days. The group seeking training can decide whether they want training for 10 continuous days or whether they would like to spread the 10 training days over a period of time. It is recommended that the program be conducted over a period of at least 6 months to enjoy the full benefit of good performance results.

Locations : Pune, Bhubaneshwar, Cuttack, Tiruchchirappalli, Alappuzha, and Khozikhode The Course can also be conducted at any other location subject to a minimum of 35 confirmed participants.

Fee : Rs. 20,000 per person (non-residential) for the course. Fee includes courseware, lunch and tea during the program days, post training mentorship in person for Pune/Bhubaneshawar/Cuttack/ Tiruchchirappall/Alappuzha/Khozikhode based trainees and on the phone or email for traineesat other locations.

The fee does not include participant lodging, breakfast, dinner and other snacks. It also does not include trainers’ outstation travel, boarding and lodging for locations other than Pune, Bhubaneshwar, Cuttack, Tiruchchirappalli, Alappuzha, and Khozikhode.

For locations other than Pune, Bhubaneshwar, Cuttack, Tiruchchirappalli, Alappuzha, and Khozikhode: In addition to the fee the organizers will be required to pay for the cost of travel, boarding and lodging of the trainers as extra.

How to register :You will need to form a group of at least 35 agents in your town in order to undertake this Course. Those interested may contact us and indicate your interest so that we can accommodate you in courses that are conducted at other locations. Contact
on phone +91 98 600 59397 or send an email to ashok@insurancesales.in .

Payment: Payment is to be made by demand draft or cheque payable at Pune, drawn in the name of The Institute of Insurance Sales Training. For electronic payments directly to a bank account, the details of the bank account will be given on request.

Why you should undertake Certification programs from IIST?

To increase your earnings every time you complete a training module with us

To get a professional recognition never before available in the country

To become a prestigious member of an exclusive club of insurance sales professionals in the country